Is a Fee-Only Advisor Right for Me?

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Question 1 of 6

What's prompting you to look for an advisor right now?

Retirement decisions (when, how, withdrawals)Tax planning (Roth conversions, asset location, etc.)Investment managementGeneral financial guidance / second opinionBuying a specific product (annuity, insurance, etc.)

Question 2 of 6

How would you describe your investable assets?

Question 3 of 6

How important is it that your advisor's compensation is independent of the products they recommend?

Very important — alignment is the whole pointSomewhat importantNot a major factor for meI want to buy a specific product (annuity, insurance, etc.)

Question 4 of 6

How do you prefer to pay for advice?

Flat fee or monthly retainerPercentage of assets managed (AUM)Hourly for a specific projectBundled into a product I'm buyingNot sure yet — open to whatever fits

Question 5 of 6

How often do you expect to interact with your advisor?

Ongoing relationship with regular meetingsAnnual planning reviewOne-time project, then ad hocJust to buy a product, then I'm done

Question 6 of 6

Do you already work with a CPA, estate attorney, or other professionals?

Yes — and I want my advisor to coordinate with themYes, but coordination isn't necessaryNot yet, but I'd like an advisor who can help me build that teamNo, and not interested